TMT Deal Talks

Mar 14 2025 14 ep. 20 mins 4

TMT Deal Talks Podcast artwork

Essential listening for dealmakers active in Digital Infrastructure and Technology investment, TMT Deal Talks features leading voices from across the industry and capital stack on the hottest themes in the market, including what's driving M&A, how valuations are changing and what impact AI and energy transition are having on investment strategies.

TMT Deal Talks is brought to you by TMT Finance, the only sector-dedicated provider of M&A and financing proprietary intelligence and data for the industry.

Copy RSS

Subscribe on Podcast Addict

Klaus Hoelbling, TMT Partner and Managing Director at consultancy AlixPartners, discusses the nature of the German and wider European fibre market for 2025

Mar 14 2025 12 mins

Klaus Hoelbling, TMT Partner and Managing Director at consultancy AlixPartners, discusses the nature of the German and wider European fibre market for 2025, including obstacles and the importance of the state’s involvement in supporting new rollout.

Dwayne Gibson-White, EY-Parthenon Digital Infrastructure, discusses power allocation, hybrid financing solutions and diversification of M&A activity within digital infra

Feb 14 2025 14 mins

Dwayne Gibson-White is part of the EY-Parthenon Digital Infrastructure team. He discusses power allocation, hybrid financing solutions and diversification of M&A activity within the digital infrastructure space as well as credit case comparisons between fibre and datacentre investment.

Robert A. Yu, CFO at Philippine broadband operator Converge ICT Solutions, discusses the challenges and opportunities transforming the fibre landscape in the Philippines

Jan 08 2025 27 mins

Robert A. Yu, CFO at Philippine broadband operator Converge ICT Solutions, discusses the challenges and opportunities transforming the fibre landscape in the Philippines, including how to overcome barriers to network expansion, monetisation strategies, and setting investment and valuation benchmarks in this market.

Sarah Overbaugh, CFO of Metronet discusses the recent partnership with T-Mobile and KKR, new financing strategies, and the future of fibre broadband.

Dec 04 2024 18 mins

Sarah Overbaugh, CFO of Metronet, and Rising Star winner at the TMT M&A Awards USA 2024, discusses her career journey, insights into Metronet’s recent partnership with T-Mobile and KKR, new financing strategies, and the future of fibre broadband.

Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre market.

Nov 12 2024 16 mins

Marc Zahr, Co-President and Head of Real Estate, Blue Owl Capital, discusses Blue Owl’s seismic entrance into the datacentre market, including its recent acquisition of IPI Partners, Blue Owl’s pipeline and future investment strategy.

Quynh Tran, deputy head of Structured Finance, Americas at SMBC and Matthew Lindgren, executive director of Private Placements, Americas at SMBC discuss the first datacentre US private placement deal and the emerging datacentre USPP market.

Sep 12 2024 23 mins

Quynh Tran, deputy head of Structured Finance, Americas at SMBC and Matthew Lindgren, executive director of Private Placements, Americas at SMBC discuss the datacentre US private placement market, including the execution of the first deal in the sector, challenges, opportunities and pipeline predictions.

Allan Bertie, head of European investment banking at Raymond James, discusses M&A trends in digital infrastructure and technology.

Aug 28 2024 7 mins

Allan Bertie, head of European investment banking, discusses M&A trends in digital infrastructure and technology, including emerging deal opportunities, valuations and pipeline predictions.

Jennifer Fritzsche, co-head of North American Telecom and Digital Infrastructure at Greenhill & co, discusses US telecom tower M&A opportunities and the themes impacting key industry players

Aug 14 2024 15 mins

Can we expect a return of large US telecom tower deals in 2024? Jennifer Fritzsche, co-head of North American Telecom and Digital Infrastructure at Greenhill & co, discusses the telecom tower market including M&A and dealmaking opportunities across the Americas region and the key themes impacting industry players in 2024.

Bank Street Group’s Richard Lukaj and James Henry outline the state-of-play in the US fibre market

Jul 17 2024 34 mins

Richard Lukaj and James Henry, Senior MDs and Co-Founders at Bank Street Group, discuss the US fibre market, including the strengths and strains posed by current market conditions, as well as opportunities for investors, financiers and operators.

OneAdvanced CEO, Simon Walsh, discusses the impact of AI on software business models, plus growth plans under the company’s PE owners

Jun 20 2024 26 mins

Simon Walsh, CEO of UK software giant OneAdvanced, discusses the company’s PE shareholder structure, five-year growth plans, and the impact of AI on software business models.